Axiom Investors is an investment management firm specializing in equity strategies. Axiom manages investments for institutional clients like pension plans, government entities, and endowments. Axiom provides investment advice through separate accounts, collective investment vehicles, model/unified managed accounts, and sub-advised registered mutual funds. Axiom focuses on delivering top-tier investment performance by implementing a consistent investment philosophy and process.
Fee Structure
Axiom Investors manages investments for institutional clients. The fees vary depending on the investment strategy and the type of client. Here are some examples of their annual fees, calculated as a percentage of the assets they manage:
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International Equity Long Only Portfolios and Axiom International Equity Fund II:
- 0.85% on the first $25 million
- 0.75% on assets over $25 million
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Global Equity Long Only Portfolios:
- 0.80% on the first $25 million
- 0.70% on the next $50 million
- 0.60% on the next $150 million
- 0.50% on the next $250 million
- 0.30% on the balance
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Emerging Markets Long Only Portfolios:
- 1.00% on the first $25 million
- 0.90% on the next $75 million
- 0.80% on the next $25 million
- 0.70% on the next $50 million
- 0.60% on the balance
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U.S. Small Cap Portfolios:
- 0.80% on the first $10 million
- 0.75% on the next $15 million
- 0.70% on the balance
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International Small Cap Equity Long Only Portfolios:
- 0.95% on the first $25 million
- 0.85% on the next $75 million
- 0.75% on the balance
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Global Small Cap Equity Long Only Portfolios:
- 0.95% on the first $25 million
- 0.85% on the next $75 million
- 0.75% on the balance
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Emerging Markets World Portfolios:
- 1.00% on the first $25 million
- 0.90% on the next $75 million
- 0.80% on the next $25 million
- 0.70% on the next $50 million
- 0.60% on the balance
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Concentrated Global Growth Portfolios:
- 0.80% on the first $25 million
- 0.70% on the next $50 million
- 0.60% on the next $150 million
- 0.50% on the next $250 million
- 0.30% on the balance
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Axiom International Opportunity Fund, L.P., Axiom Offshore Opportunity Fund, Ltd.:
- 1.00% per year, plus up to a 10% performance fee
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Axiom International Small/Micro Cap Opportunity Fund, L.P., Axiom Global Small/Micro Cap Opportunity Fund, L.P.:
- 1.75% per year, plus up to a 20% performance fee